A/R Management Report

A/R Management Report

The A/R Management Report can be run with a variety of Criteria and breakdowns. This report shows the details of the A/R changes, with Aging breakdown, or can be run for the Aging breakdown only, which gives a display much like the Interactive Aging Report.

Criteria

  • Posted Date Through: A/R Management provides a breakdown of your A/R (and/or Aging) which includes all transactions in the system, up to and including the selected Last Posted Date (next field).

  • Choose to Include or Exclude or leave the following fields blank:

    • Facility/Facility Reporting Group

    • Insurance/Insurance Reporting Group

    • Billing Provider/Rendering Provider/Provider Reporting Group

    • Procedure Code/Procedure Code Reporting Group

    • Referring Provider/Referring Provider Reporter Group

  • Employer Include/Exclude/Only

    • Employer on Policy

    • Employer as Guarantor

  • DOS From & To: Designate DOS Date Range.

  • Patient Age >=/<=: The Patient Age >= and/or <= along with the Days/Months/Years filter, allow reporting on an age range of Patients.

    • Leave the default value of "0" in both fields to report on all ages.

    • The report calculates the Patient's age relative to the Date of Service.

  • Tags: Include/Exclude specific Tags.

  • Resolved Tags: Include/Exclude, or Only.

  • Remove Reversed Encounters: Select the checkbox to remove Encounters that have been Reversed.

  • $0.00 A/R is by default excluded from the details.

    • Include $0.00 A/R for totals to balance to the A/R Analysis Report.

  • Include Escrow: Receipts with Escrow are calculated as of the Last Posted Date chosen.

  • Include Aging: Selecting the checkbox opens 2 other fields:

    • Aging Only: Select the checkbox to report Aging Only

    • Aging From: Choose the Date type to dictate how the report is run.

      • Charge Post Date

      • DOS

      • Responsibility Date

      • Bill Date

      • Added Date.

  • Custom Aging: Comma separated  (30,90,270) or leave this field blank for Default Aging of 30,60,90,120.

  • Totals By/Subtotal By/ and Sub-Subtotal By

 

 

Examples of the A/R Management Report 

  1. Grouped by Insurance without Aging

  1. Grouped by Insurance with Aging

  1. Grouped by Insurance Aging Only


    • Related Articles

    • Aging by Patient Report

      Aging by Patient Report The Aging by Patient Report can be used for outstanding Patient/Insurance balances, Patient/Insurance credits, and Escrow. This is similar to the Unresolved Claims Report and Interactive Aging. Patient Escrow is highlighted in ...

    • Interactive Aging: Real-Time A/R View

      The Interactive Aging Report is a real-time A/R Report. It can be grouped and aged dynamically. If the Bill Date is chosen as the Aging Date, and there is no Bill Date the System uses the Responsibility Date as the fallback date. This Report does not ...

    • A/R Analysis

      A/R Analysis Gives a Day by Day, Week by Week, Month by Month, or Year by Year tracking of changes in the A/R. This report allows you to Group By and Sub-Group By. If the Days in A/R is blank: The System was not able to calculate a valid value. This ...

    • Receipt Management Report

      Receipt Management The Receipt Management Report is most commonly run by Post Date which will tie in to the Month End Reports. If run by a Received Date, the Report shows all money received for the Date Range chosen regardless of the Post Date. Use ...

    • Insurance Management

      Insurance Management is used to manage a Patient's Insurance Profiles. The Primary, Secondary, and Tertiary Insurances are on one Insurance Profile. When the Insurance changes, a new Insurance Profile should be created. Insurance Management Insurance ...